What We Do

Personalized Financial Planning That Goes Beyond Investment Management

WEALTH MANAGEMENT FOCUSING ON CLIENTS’ GOALS

Here at Butler Financial Advisors we take a wholistic approach to financial planning and wealth management. We start with a 30,000 foot view of your entire financial picture. From there we can see what areas we need to dive deeper into so we can seek to avoid any potential pitfalls and improve your current situation. We then discuss your goals and aspirations and develop a plan that seeks to help you achieve the life you’ve been dreaming of. Then we monitor that plan, meet with you regularly, and make the adjustments needed to help you stay on the path toward success.

TAX SERVICES

through Butler Financial Advisors’ sister company, Butler Tax & Accounting

Tax Preparation

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Tax Planning

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IRS Audit Representation

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A DAVE RAMSEY SMARTVESTOR* PRO

Russell Butler is a Dave Ramsey SmartVestor Pro. We align with Dave’s philosophies, and strive to teach and collaborate as we build your financial plan.

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^{* Dave Ramsey does not endorse investment firms nor the securities offered through Butler Financial Advisors. Working with an financial professional who is part of the Dave Ramsey SmartVestor and MarketGenius programs cannot guarantee investment success or that financial goals will be achieved. Financial professionals pay a fee for participation in this program. To the extent that a financial advisor’s participation in this program is construed to be a testimonial, please note that it may not be representative of the experience of all our clients, or a guarantee of future performance or success.}